Cedar Brook Financial Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,839
Closed -$273K 184
2024
Q1
$273K Buy
7,839
+479
+7% +$16.7K 0.05% 338
2023
Q4
$233K Buy
7,360
+95
+1% +$3.01K 0.05% 349
2023
Q3
$219K Buy
+7,265
New +$219K 0.06% 330